Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 4,616 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $464 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,082
shares
|
$257,083
0.05% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
1,082
shares
|
$257,083
0.16% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
1,078
shares
|
$256,132
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
1,077
shares
|
$255,895
0.2% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,077
shares
|
$255,895
0.06% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
1,077
shares
|
$255,895
0.22% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,075
shares
|
$255,420
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,075
shares
|
$255,420
0.05% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,071
shares
|
$254,469
0.1% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,070
shares
|
$254,232
0.04% of portfolio
|
Q2 2024
Added 5.42%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
1,070
shares
|
$254,232
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
1,070
shares
|
$254,232
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,068
shares
|
$253,756
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
1,065
shares
|
$253,044
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$253,044
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,064
shares
|
$252,806
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
1,063
shares
|
$252,568
0.12% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
1,062
shares
|
$252,331
0.06% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
1,059
shares
|
$251,618
0.09% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,059
shares
|
$251,618
0.14% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,059
shares
|
$251,618
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,059
shares
|
$251,618
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
1,058
shares
|
$251,380
0.12% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
1,054
shares
|
$250,430
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
1,053
shares
|
$250,192
0.01% of portfolio
|
Q1 2024
New holding
|